UNITED WAY OF DELTA COUNTY (EIN 381740320) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1956

Legal Domicile

Principal Officer

JULIE MALLARD

Phone

9067863736

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF DELTA COUNTY, founded in 1956, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $221K in total revenue in fiscal year 2023. Revenue surged 149% from the prior year, signaling strong growth momentum. The organization ran a surplus of $86K, a strong 39% operating margin.

Mission

BRING THE COMMUNITY TOGETHER TO ADDRESS CRITICAL NEED ISSUES IN DELTA COUNTY AND SUPPORT LOCAL NON-PROFIT ORGANIZATIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $188,905

Program Service Revenue $0

Investment Income $17,160

Other Revenue $15,261

TOTAL REVENUE $221,326

Expense Breakdown

Grants Paid $9,800

Salaries & Benefits $50,435

Fundraising Expenses $12,566

Program Expenses $88,123

Other Expenses $75,190

TOTAL EXPENSES $135,425

Year-over-Year Comparison

	2023	2022	Change
Revenue	$221,326	$88,908	+1.5%
Expenses	$135,425	$163,814	-0.2%
Net Income	$85,901	$-74,906	-2.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELE CHENIER	PRESIDENT	1.00	Officer Director	$0	$0	$0
TAMMRA HOUSEMAN	SECRETARY	1.00	Director	$0	$0	$0
DON HOWLETT	MEMBER	1.00	Director	$0	$0	$0
LAURIE MOLD	MEMBER	1.00	Director	$0	$0	$0
STEPHEN NOLDE	TREASURER	1.00	Officer Director	$0	$0	$0
HEIDI DATEMA	MEMBER	1.00	Director	$0	$0	$0
KRISTI KING-FLATH	MEMBER	1.00	Director	$0	$0	$0
JESSICA LARSEN	MEMBER	1.00	Director	$0	$0	$0
BROOKE LOMAN	MEMBER	1.00	Director	$0	$0	$0
GINA PEPIN	MEMBER	1.00	Director	$0	$0	$0
MYRA SMEESTER	MEMBER	1.00	Director	$0	$0	$0
SHANNON TIMLER	MEMBER	1.00	Director	$0	$0	$0
MEGAN WALKER	MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$221,326	$135,425	$466,049	$85,901
2022	$88,908	$163,814	$379,454	$-74,906
2021	$195,380	$165,751	$437,764	$29,629
2020	$208,778	$228,572	$413,935	$-19,794
2019	$212,496	$189,565	$341,584	$22,931
2018	$174,197	$199,840	$318,064	$-25,643

UNITED WAY OF DELTA COUNTY